New capabilities for custom buttons: Elevate UX and CX with just a click!

New capabilities for custom buttons: Elevate UX and CX with just a click!

-------------------------------------------------Post moderated on 24th May--------------------------------------------------------------

Dear all, The feature is now available for all users in all DCs. 


Dear Customers,

We hope you're well!

We're happy to announce enhancements we've made to buttons.

Buttons in Zoho CRM are a simple yet versatile customization tool. It offers great usability for CRM users, enabling them execute important actions as required. It was originally designated for use within modules. Realizing its importance in users' productivity, we opened the ability to configure buttons inside records, Wizards, Canvas, and related lists as well. Also, you can bridge your CRM to a third party software.

Now, to provide context and convenience, we are expanding the scope of buttons even more.
  • Layout-specification: We've added the ability to choose layouts while configuring buttons, which helps provide more context to your data organization efforts.
  • Portal accessibility: We enabled buttons for portals to offer exclusivity for customers and also to extend these UX capabilities to CX.
  • Kiosk accessibility: We also have a value-adding use case with regard to Kiosk.

Let's go in detail!

Buttons are now layout-specific

Layouts in Zoho CRM are customizable data templates that help you collect, store, process, interpret, and manage data to manifest your business processes. You can also run automations based on layouts. These layout-specific capabilities help align your CRM to your business processes.
However, until now, any button placed in record detail, create, or clone pages was invariably displayed for all layouts. This generic prevalence of a button irrespective of the layout or the process lacked context.

The screenshots below feature two buttons on the record details page. The button Send to events for leads from trade shows and the other, push to WFS for leads coming in via online store. Both the buttons help push data to different applications.

You can see, how two buttons irrespective of their relevance, are displayed in the record details page invariably.

Now, to provide clearer context and, more importantly, to make buttons more process-specific, we've introduced the ability to select which layout(s) a button should appear in before selecting its position. In fact, you can select one or more layouts, or choose all layouts (but this time it's your choice!).

In the screenshots below, you can see leads with different layouts—each with buttons specific for its layout.


Note: Layout choices will be available only where they're applicable. If you choose to place buttons in the list view (module view), then you won't be able to select the layouts.

UI update: Separate links and buttons tab

In line with this layout selection update, we've also split the former Links and Buttons tab into two distinct tabs: Links and Buttons. With this split, you'll not only have a dedicated list of links and buttons, but also get the benefit of managing each of them individually.


Empower portal users with more accessibility

Portals are a self-service channel Zoho CRM offers. By extending access to certain modules to portal users, you can enable them to create, view, and update records all by themselves. Click here to learn more about portals in Zoho CRM.

Now, to give Portal users, accessibility and a great experience that CRM users have had thus far, we've also developed the ability to create/extend buttons to records shared via portals.

Moving forward, admins create buttons exclusively for portal users or extend existing buttons to them. 

What does this mean for your business?

Building or extending custom buttons in portals opens up a lot of possibilities. In addition to the standard record buttons, by providing access to custom buttons in Portals, your Portal users will be able to do what CRM users can do, such as send SMS notifications, save records as offline files, push information to on-premise tools, and more. The possibilities with custom buttons are endless, and they offer the following benefits: 
  • Curb their dependence on CRM users
  • Add convenience
  • Elevate the user experience
  • Minimize effort required for manual tasks
But wait—this update to custom buttons does lead to another interesting use case. Let's talk about Kiosk Studio!

Kiosk Studio is one of our latest and most anticipated releases. It's a no-code customization tool that CRM users can use to get quick service at the click of a button. You can quickly display a screen, retrieve information from your database, or save information to it. Click here to learn more about Kiosk.

Summoning a Kiosk is one of many custom actions you can configure for custom buttons. If you've already configured Kiosk for your organization, you can associate it with a custom button as an action and initiate designated tasks.

Let's look at an example of how a Portal user can schedule a car service all by themselves:

KM is a premium car care center that deals with its correspondence online. All the customer has to do is to schedule a service on their portal, and they will be contacted. This is a classic example of a Kiosk inside a Portal.

This way, custom buttons can serve a larger purpose for your business. We hope these enhancements provide a lot more flexibility and convenience as you work with Zoho CRM. If you have any questions or feedback, please feel free to drop a comment.
That's all, folks!

Availability: These updates are available for all users in US DC as of now. It will be opened in the rest of the DCs in a couple of days.

Thanks and have a good one!

Kind regards,
Saranya Balasubramanian
Zoho CRM - Marketing

Rephrase with Ginger (Cmd+⌥+E)

    • Recent Topics

    • New features released: Data from Picture for Web, Pattern Fill, and Translation in Zoho Sheet!

      Hello Sheet users, In 2024, the Zoho Sheet team focused on research and development to bring new features that add to functionalities like productivity, data management, collaboration, and more. This year, we're all set to roll them out incrementally

    • Kaizen #59 - Creating alerts and custom messages using Client Script

      Hello everyone! We are happy to resume our Zoho CRM Developer Community series - The Kaizen series! Welcome back to the new start of Kaizen! This post is about Client Script and its simple use cases involving ZDK Client functions. What is Client Script?

    • [Webinar] Zoho Writer for content creators and publishing houses

      Managing multiple drafts, edits, and client reviews doesn't have to slow you down. Join our upcoming webinar to see how Zoho Writer helps content creators and publishing houses create, edit, and publish seamlessly—all in one place. You'll learn how to:

    • Universal search

      Hi, it would be useful if the search bar was universal-so if you entered a term, it would bring up results from contacts, candidates, clients etc all at the same time (but broken down under the relevant headings)

    • Attachment reminder?

      My team and I often need to attach files to our messages, e.g. an explanatory screenshot or a shipping label. More often that I want to admit I mention the attachment but forget to actually attach it. Some email clients have a check-for-missing-attachments

    • New Customization options in the module builder: Quick Create and Detail view

      Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number

    • ZIA in Zoho Cliq

      Is It possible to use the ZIA feature from Zoho Analytics in the Zoho Cliq?

    • Automating CRM backup storage?

      Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

    • Multiple upload field CRM

      I desperately need the functionality to add more than one upload field to web to contacts form. How can I do this?

    • Critical Need for Global Search in Zoho FSM

      Hello Zoho FSM Team, We are currently in the process of deciding whether to fully transition to Zoho FSM for managing our field service operations. At present, our team actively uses Zoho Desk (with over 50 users) and Service Fusion, which we are considering

    • Collections Management: # 1 Payment Collection is All About Convenience

      "Sir, can you come tomorrow? My manager wasn't available for the cheque sign-off", the customer said, avoiding eye contact. Ravi forced a polite smile, but inside, he felt a sense of defeat. He had already visited the customer's office twice in the last

    • Can the Product Image on the Quote Template be enlarged

      Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thanks

    • Audio/video quality issues with Zoho Meeting – Any roadmap for improvement?

      Hi Zoho Team, We’ve been using Zoho Meeting for both internal and external meetings, and unfortunately, the experience has been consistently poor. The video and audio quality are so unreliable that it often renders meetings ineffective—especially with

    • Cash based businesses cannot use the new fixed asset module

      Hello all, If your bookkeeping is reporting in cash, you cannot use the new fixed acid module, as it does all the depreciation bookings accrual and not cash. This is definitive and you can't turn them into a cash booking. They will never appear in your

    • Zoho Learn & Zoho Connect

      Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,

    • Apply Payment Received Amount Zoho Books Invoice

      Hello team here is the sample code How can apply the payment received record over a unpaid zoho books invoice. //......................... paymentID = customer_payment.get("payment_id"); organizationID = organization.get("organization_id"); paymentmaplist

    • Zoho Books Finance Modules Not Accessible in Zoho CRM Mobile App

      We have integrated Zoho CRM with Zoho Books using the Zoho Finance Suite integration. In the CRM web version, we can see the Finance modules (Estimates/Quotes, Invoices, Sales Orders, Items, Payments) and are able to create invoices and quotes directly

    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

    • [Live Webinar] New in Zoho WorkDrive: AI enhancements, Data Loss Prevention, Version Controls, and more

      Hello everyone, We're excited to bring you another round of powerful updates in Zoho WorkDrive! Join us on May 15 for an exclusive live webinar where we’ll unveil the latest features designed to enhance your team’s productivity, collaboration, and data

    • Live webinar: Streamlining legal operations: Leveraging Zoho WorkDrive for law firm success

      Hello everyone, Managing legal documents across departments and jurisdictions can be complex, but it doesn’t have to be. Join us on March 6 for an exclusive webinar where we’ll show you how Zoho WorkDrive empowers legal teams to stay compliant, organized,

    • Live Webinar: Optimizing back-office operations in the manufacturing industry to maximize profitability

      Hello everyone, We’re excited to invite you to our upcoming live webinar on February 6! Discover how Zoho WorkDrive can help manufacturing businesses optimize back-office operations, improve efficiency, and boost profitability. Our product experts will

    • Live webinar: 2024 recap of Zoho WorkDrive

      Hello everyone, We’re excited to invite you to our year-end live webinar! This session will take you through the transformative features and updates we’ve introduced in Zoho WorkDrive this year, helping you streamline document management like never before.

    • Live webinar: Explore WorkDrive's seamless integrations with key Zoho apps

      Hello everyone, We’re excited to invite you to our upcoming live webinar, where we'll delve into the seamless integration of WorkDrive with other key Zoho applications! This is a fantastic opportunity to enhance your productivity and streamline your workflows

    • Live webinar: Getting the most out of WorkDrive in Zoho Workplace

      Hello everyone, We’re excited to invite you to our upcoming live webinar, where we’ll explore how to maximize your use of WorkDrive as part of the Zoho Workplace bundle. This is a fantastic opportunity to elevate your productivity and streamline your

    • Live webinar: Mastering data migration, organization, and team collaboration

      Hello everyone, We’re excited to invite you to our upcoming live webinar! Discover how to seamlessly migrate your data, optimize file organization, and boost team collaboration using Zoho WorkDrive’s powerful features. This is a fantastic opportunity

    • BARCODE PICKLIST

      Hello! Does anyone know how the Picklist module works? I tried scanning the barcode using the UPC and EAN codes I added to the item, but it doesn’t work. Which barcode format does this module use for scanning?

    • Join our live webinar: Explore the WorkDrive TrueSync application!

      Hello everyone, We are thrilled to invite you to a live webinar focused on mastering the WorkDrive TrueSync application. Discover how to seamlessly sync your content between the cloud and your computer, ensuring smooth and efficient file management. Our

    • Bug tracking

      Hi, does anyone know how to track errors during picking or packing? This way I can keep track and see how to improve and prevent errors in this area.

    • Zoho Creator customer portal limitation | Zoho One

      I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)

    • Script Editor not an option

      I am trying to apply a script to a sheet and Script Editor is not an option. I don't want to go outside Sheets to do this (like Creator) if it can be done inside Sheets.

    • Envio de mails

      Hola! No puedo enviar mails pero si recibirlos. No se como solucionarlo! Mi dominio es chidobebes.com.ar

    • ERROR CODE :554 - Your access to this mail system has been rejected due to poor reputation of a domain used in message transfer

      In my email configuration: The domain's MX Records are pointed to Zoho The domain's SPF Records have been pointed out successfully DKIM is enabled. DMARC Record is pointed for the domain. The domain name is digioorja.in. Still facing the issue of Error:

    • This Operation has been restricted. Please contact support-as@zohocorp.com for further details

      l tried to verify my domain (casalimpaeperfumada.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details.

    • SLOW EMAILS

      Is there an issue with the Zoho server? For two days now I've been having issues with very long buffering. Please advise. Thank you.

    • POP3 authentication error - SOLVED

      Just in case others are as forgetful as me ... As Zoho has changed the POP server for personal and free organisational users, I needed to change the POP server on my email client. This failed persistently but eventually I remembered that I had chosen

    • Solution to Import PST File into Office 365.

      MailsDaddy OST to Office 365 Migration Tool is an outstanding solution to recover OST files and migrate them into Office 365 without any hassle. Using this software users can multiple OST files into Office 365 with complete data security. It offers users

    • Add Zoho One Groups/Departments to Shared Mailbox Access

      Hi, I hope you're doing well. Currently, in Zoho Mail, I can manually add specific users or the entire organization to a shared mailbox. However, there is no option to add Zoho One groups or departments. Feature Request: We would like the ability to assign

    • Allow Filters with Only Special Characters in Zoho Mail

      Hi Zoho Mail Team, I hope you're doing well. We have noticed that currently, Zoho Mail does not allow creating filter criteria using only special characters, such as = or #. However, there are scenarios where such a filter is necessary. For example: Filtering

    • How to save email as PDF?

      I saw 2 previous threads about this. One is from 14 years ago. The other was closed as "answered" a year ago but the feature was never implemented: https://help.zoho.com/portal/en/community/topic/how-to-download-save-emails-as-pdf Is the "save as PDF"

    • Flexible plans

      Hi, I have a Workplace Standard subscription. On Zoho's website, it mentions that with the annual plan it's possible to have multiple plans under the same organization—for example, Workplace Standard and Mail Lite. However, I can’t find a way to do this

    • Next Page